2026-02-24T14:31:59-06:00 2025-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-07-01 161486437 ST JAMES HOSPITAL FOUNDATION INC STJA 6072472200 7329 SENECA ROAD NORTH HORNELL NY 14843 GRETCHEN TENNIS VICE PRESIDENT OF FINANCE 5027245681 2026-02-24 1 1 AIMEE JOZIC P01329472 5853811000 2026-02-18 2024 2025-03-06 01:10:19Z GRETCHEN TENNIS 7329 SENECA ROAD NORTH HORNELL NY 14843 223941 0 X WWW.URMC.ROCHESTER.EDU/ST-JAMES/PATIENTS-VISITORS X 1994 NY ST. JAMES HOSPITAL FOUNDATION, INC. STRIVES TO PROVIDE RESOURCES TO BENEFIT ST. JAMES HOSPITAL, ESTABLISHING PROGRAMS THAT ENCOURAGE A STRONG TRADITION OF CHARITABLE GIVING IN ORDER TO SUSTAIN AND INCREASE HEALTH CARE SERVICES IN THE REGION WE SERVE, NOW AND INTO THE FUTURE. 8 7 0 16 0 0 76086 74301 54084 50947 -7857 33840 10316 22926 132629 182014 58629 43650 0 0 35141 38417 0 0 0 52492 60146 146262 142213 -13633 39801 1591329 1742390 448919 502629 1142410 1239761 THE ST. JAMES HOSPITAL FOUNDATION STRIVES TO PROVIDE RESOURCES TO BENEFIT THE ST. JAMES HOSPITAL, ESTABLISHING PROGRAMS THAT ENCOURAGE A STRONG TRADITION OF CHARITABLE GIVING IN ORDER TO SUSTAIN AND INCREASE HEALTH CARE SERVICES IN THE REGION WE SERVE, NOW AND INTO THE FUTURE. 0 0 84326 43650 ST. JAMES FOUNDATION PROVIDES PHILANTHROPIC SUPPORT SOLELY TO ST. JAMES HOSPITAL THROUGH GIFTS FROM INDIVIDUALS, CORPORATIONS AND PUBLIC ENTITIES. THE FOUNDATION HELPS TO ACCOMPLISH THE PRIORITIES OF ST. JAMES HOSPITAL THROUGH FUNDRAISING, VOLUNTEERISM AND STEWARDSHIP. 38636 50947 THE AQUINAS GIFT SHOP IS A PROGRAM SERVICE FOR ST. JAMES FOUNDATION. THE AQUINAS GIFT SHOP IS STAFFED BY EMPLOYEES OF ST. JAMES HOSPITAL AND VOLUNTEERS. 122962 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X GRETCHEN TENNIS 6072472200 7329 SENECA ROAD NORTH HORNELL NY 14843 STEVEN GOLDSTEIN BOARD MEMBER 1.00 71.00 X 0 1408233 183208 JAMIE DOLL BOARD MEMBER UNTIL 2/25 1.00 22.00 X 0 45524 0 LISA SCHWARTZ CHAIR UNTIL 9/2024 1.00 X X 0 0 0 JESSE ELLS BOARD MEMBER 1.00 X 0 0 0 STEVE PECK BOARD MEMBER 1.00 X 0 0 0 KELLY BUISCH BOARD MEMBER EFFECTIVE 10/24 1.00 X 0 0 0 TRACY STILLMAN-SCIOTTI BOARD MEMBER UNTIL 2/25, CHAIR 11/24-2/25 1.00 X 0 0 0 DENISE TYCHI BOARD MEMBER UNTIL 9/24 1.00 X 0 0 0 MIKE SCIOTTI BOARD MEMBER 1.00 X 0 0 0 KATHERINE FLINT BOARD MEMBER EFFECTIVE 10/24 1.00 X 0 0 0 KAREN NISBET BOARD MEMBER EFF. 10/24, CHAIR EFF. 03/25 1.00 X X 0 0 0 MATTHEW SCHUMACHER BOARD MEMBER EFFECTIVE 10/24 1.00 X 0 0 0 WENDY DISBROW CHIEF EXECUTIVE OFFICER 1.00 40.00 X 0 263435 9188 CHRISTOPHER GRAHAM CHIEF FINANCIAL OFFICER UNTIL 6/25 1.00 40.00 X 0 172885 28321 0 1890077 220717 0 0 1 0 0 49147 25154 14467 74301 AQUINAS GIFT SHOP 900099 50947 50947 50947 24151 24151 26153 16464 9689 9689 9689 48389 49147 25463 22926 22926 182014 50947 0 56766 43650 43650 35976 25386 10590 2441 1724 717 5689 5689 2255 2255 52 52 149 149 GIFT SHOP EXPENSES 38636 38636 OTHER EXPENSES 13365 13365 142213 122962 19251 0 432432 512531 292413 268787 14404 16933 1476 803 822 673 851258 943466 1591329 1742390 1338 1573 447581 501056 448919 502629 X 397790 531189 744620 708572 1142410 1239761 1591329 1742390 39801 57550 0 X X 0 1 X 1 0 X 74612 48179 80672 76086 74301 353850 74612 48179 80672 76086 74301 353850 353850 122837 13815 16114 22115 24151 199032 47460 20577 51022 54084 50947 224090 776972 0.45540 0.75440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26366 26366 26366 26366 26366 26366 26366 26366 26366 26366 0 0 1476 803 673 673 ASSETS LIMITED AS TO USE 897051 DUE FROM AFFILIATES 46415 943466 DUE TO AFFILIATES 501056 501056 SCHEDULE D, PART V, LINE 4 ST. JAMES FOUNDATION RAISES CHARITABLE GIFTS TO MAKE POSSIBLE A RANGE OF FACILITIES IMPROVEMENTS, CAPITAL EQUIPMENT, AND PROGRAM INTIATIVES FOR ST. JAMES HOSPITAL. GOLF TOURNAMENT 32302 23305 8997 600 325 3252 1066 1568 BEAT THE BLUES 65234 25842 39392 1141 12045 4000 1466 1 97536 49147 48389 600 1466 3252 13111 4000 3034 25463 22926 1 ST JAMES HOSPITAL 7329 SENECA ROAD NORTH HORNELL NY 14843 160743310 501(C)(3) 43650 0 FINANCIAL SUPPORT 1 PART I, LINE 2: SUPPORT IS PROVIDED TO RELATED 501(C)(3) ORGANIZATION ONLY. X X X X 0 1 0 0 0 0 0 0 0 STEVEN GOLDSTEIN BOARD MEMBER 0 1297334 0 0 0 110899 0 158430 0 24778 0 1591441 0 0 WENDY DISBROW CHIEF EXECUTIVE OFFICER 0 263435 0 0 0 0 0 7931 0 1257 0 272623 0 0 CHRISTOPHER GRAHAM CHIEF FINANCIAL OFFICER UNTIL 6/25 0 172885 0 0 0 0 0 6932 0 21389 0 201206 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: STEVEN GOLDSTEIN - SERP PLAN - $125,000 THESE AMOUNTS REPRESENT EMPLOYEE DEFFERALS OF COMPENSATION, PLUS INVESTMENT EARNINGS, OVER SEVERAL YEARS THAT VESTED AND WERE PAID PURSUANT TO THE REQUIREMENTS OF THE PLAN. THE EMPLOYEE DEFERRALS WERE REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C IN PRIOR YEARS AND ARE ALSO REFLECTED IN SCHEDULE J, PART II, COLUMN F. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF ST. JAMES FOUNDATION (FOUNDATION) IS ST. JAMES HOSPITAL (HOSPITAL). THE HOSPITAL ACTING THROUGH ITS BOARD OF DIRECTORS, HAS THE AUTHORITY TO ELECT THE GOVERNING BODY OF THE FOUNDATION AND APPROVE CERTAIN DECISIONS. SUCH DECISIONS INCLUDE APPOINTMENT OF THE FOUNDATION EXECUTIVE DIRECTOR, AMENDMENT OF THE CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVAL OF EXTRAORDINARY CORPORATE ACTIONS SUCH AS MERGER OR DISSOLUTION, APPROVAL OF CAPITAL AND OPERATING BUDGETS, STRATEGIC PLANS AND INCURRENCE OF CERTAIN DEBT. FORM 990, PART VI, SECTION A, LINE 7A REFER TO SCHEDULE O, MEMBERSHIP INFORMATION, FORM 990 PART VI SECTION A LINE 6 FORM 990, PART VI, SECTION A, LINE 7B REFER TO SCHEDULE O, MEMBERSHIP INFORMATION, FORM 990 PART VI SECTION A LINE 6 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER. ST. JAMES HOSPITAL FOUNDATION HAS DESIGNATED THE STRATEGIC PLANNING & FINANCE/AUDIT COMMITTEE OF ST. JAMES HOSPITAL AS THE GROUP TO BE EDUCATED AND TO REVIEW THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A CALL FOR CONFLICTS OF INTEREST IS PART OF EVERY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 ST. JAMES FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. ST. JAMES FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. FORM 990. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EXCELL PARTNERS INC 343 STATE STREET KODAK TOWER 2ND FL ROCHESTER NY 14650 201862628 ECONOMIC DEV NY 501(C)(4) UNIVERSITY OF ROCHESTER 0 FF THOMPSON HEALTH SYSTEM INC 350 PARRISH STREET CANANDAIGUA NY 14424 222959987 SUPPORT ORG NY 501(C)(3) LINE 12A, I UNIVERSITY OF ROCHESTER 0 FFT SENIOR COMMUNITIES INC 1 FERRIS HILLS CANANDAIGUA NY 14424 161557494 ELDER CARE NY 501(C)(3) LINE 10 FF THOMPSON HEALTH SYSTEM INC 0 FINGER LAKES HEALTH FOUNDATION INC 196 NORTH STREET GENEVA NY 14456 150549310 FUNDRAISING NY 501(C)(3) LINE 12C, III-FI FLH 0 FINGER LAKES HOME CARE INC 756 PRE-EMPTION ROAD GENEVA NY 14456 161489133 HEALTHCARE NY 501(C)(3) LINE 10 UR MEDICINE HOME CARE CERTIFIED SERVICES INC 0 FINGER LAKES REGIONAL HEALTH SYSTEM 196 NORTH STREET GENEVA NY 14456 223193606 HEALTHCARE NY 501(C)(3) LINE 7 UNIVERISTY OF ROCHESTER 0 FLH MEDICAL PC 200 NORTH STREET SUITE 102 GENEVA NY 14456 263765332 MEDICAL PRACTICE NY 501(C)(3) LINE 10 FLH 0 GENEVA GENERAL HOSPITAL 196 NORTH STREET GENEVA NY 14456 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